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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Circle Wealth Management
New Jersey
$45.3M +$2.5M +156,054 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$45M +$1.72M +107,412 +4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.6M +$4.37M +272,301 +10%
Bank of America
29
Bank of America
North Carolina
$41.6M +$5.63M +350,760 +14%
Brown Advisory
30
Brown Advisory
Maryland
$40.9M -$972K -60,582 -2%
AIP
31
Almanack Investment Partners
Pennsylvania
$40.6M -$5.63M -350,865 -11%
FFN
32
Focus Financial Network
Minnesota
$40.3M -$2.58M -161,007 -6%
AAIM
33
Asset Advisors Investment Management
Georgia
$39.9M -$1.45M -90,462 -3%
AP
34
Agilis Partners
Massachusetts
$38.3M -$3.7M -230,271 -8%
SFG
35
Socha Financial Group
New York
$38.3M -$271K -16,890 -0.6%
NSAM
36
North Star Asset Management
Wisconsin
$34.9M +$749K +46,659 +2%
Morgan Stanley
37
Morgan Stanley
New York
$34.6M +$12.1M +756,003 +48%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$33.5M +$10.3M +642,669 +39%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$32.4M +$463K +28,827 +1%
MAG
40
Members Advisory Group
New York
$32.4M +$193K +12,030 +0.6%
BP
41
Ballentine Partners
Massachusetts
$31.7M +$1.35M +84,378 +4%
MF
42
Manchester Financial
California
$30.8M +$490K +30,522 +1%
UCFA
43
United Capital Financial Advisors
Texas
$30.8M -$1.82M -113,694 -5%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$30.6M +$1.47M +91,797 +5%
AWM
45
AE Wealth Management
Kansas
$28.8M +$31M +1,933,119 +7,670%
SFG
46
SNS Financial Group
Minnesota
$28.1M -$426K -26,565 -1%
GAM
47
Gemmer Asset Management
California
$27.7M -$400K -24,924 -1%
LPL Financial
48
LPL Financial
California
$25.9M +$1.81M +112,884 +7%
Truist Financial
49
Truist Financial
North Carolina
$25.4M +$51.7K +3,219 +0.2%
PIMG
50
Patriot Investment Management Group
Tennessee
$25.4M -$92.3K -5,748 -0.3%
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